See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,302 | $175,202-82.1% | $149,673-79.1% | $139,434-77.6% |
| Participation rate | 71.4% | 83.4%-12.0pp | 78.8%-7.3pp | 80.3%-8.9pp |
| Annual return | 12.14% | 166.71%-154.6pp | 134.42%-122.3pp | 372.94%-360.8pp |
| Employer contribution / active EE | $2,632 | $5,474-51.9% | $4,818-45.4% | $4,751-44.6% |
| Participant deferral / active EE | $8,336 | $6,519+27.9% | $5,680+46.8% | $6,710+24.2% |
| Admin fee / account holder | $362 | $16,150-97.8% | $13,210-97.3% | $11,403-96.8% |